Jetpack Workflow

Practice & workflow management solution

4,9 /5 (43 reviews) Write a Review!

Jetpack Workflow Overview

What is Jetpack Workflow?

Jetpack Workflow is a cloud-based practice, client, and workflow management solution for accountants, which includes tools for job management, document storage, time tracking, and more.

With Jetpack Workflow, users can import their client lists from CSV files, setup jobs with custom recurrences, and tag both jobs and clients to enable advanced searching and filtering. Jobs can be duplicated across multiple clients, removing the need for users to manually re-create the same jobs. All clients, projects, and tasks can be searched, and multiple filtering options allow users to drill-down by client, staff, labels, due dates, and more. Users can also track which jobs staff are working on, assess their workloads, and reassign tasks as necessary.

Jetpack Workflow automatically sends users email digests in the morning and evening, with details of which tasks are due or overdue that day, and what work has been completed. Time can be tracked within each job, with users able to log time manually, or utilize the built-in timer. Profitability reports give insight into the time to complete work compared to internal budgets. Multiple documents can also be uploaded and attached to tasks, so all paperwork can be accessed centrally.

Jetpack Workflow Overview

Pricing

Starting from
US$25,00/month

Pricing options

Free Trial
Subscription
Value for money

14-day free trial, no credit card required.
Contact Jetpack Workflow for full pricing information.


Jetpack Workflow Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

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Jetpack Workflow Reviews

Jetpack Workflow Reviews

Overall rating
4,9
/
5
Excellent
38

Very good
5

Average
0

Poor
0

Terrible
0

Value for Money
4,8
Features
4,7
Ease of Use
4,8
Customer Support
5
100% recommended this app
Douglas M.

This package is extremely easy to use, which means that I do a better job of keeping it...

It quickly shows me which projects are due today, this week, and this month. I use it to track all my tax clients from gathering information to billing. It is very easy to set up the one-off jobs so that they don't get lost in the shuffle.


Christine R.

Great Practice Management Software

Jetpack Workflow is a tremendous piece of software! They have been very responsive with any and all our questions. We were able to quickly set the software up and train our staff. It is easy to use and the company has continued to follow up with us regularly to make sure we are happy with the product and to see if we have any questions. Their pricing is upfront and very affordable. No surprises! They also send us regular tips and tricks to get the most out of our software. It has been a great experience. Nice to see a company that does what it says and keeps its promises!!!


Verified Reviewer

Not just for accounting

Overall good. Not spectacular or phenomenal but good. It gets the job done.


Verified Reviewer

Jetpack Makes our Accounting Department's life easier

Jetpack allows us to get our time and billable hours invoices properly set up and organized so we can save money and time, while improving customer interactions.


Genevieve D.

Easy to use!! Never miss a deadline!


Douglas M.

This package is extremely easy to use, which means that I do a better job of keeping it up-to-date.

Used Daily for 1+ year
Reviewed on 2017/10/31
Review Source: Capterra

It quickly shows me which projects are due today, this week, and this month. I use it to track all my tax clients from gathering information to billing. It is very easy to set up the one-off jobs so that they don't get lost in the shuffle.

Pros

1. I like that jobs can be quickly created within the platform. It makes it easier to set up those "one-off" jobs like tax notices or whatever.

2. I also like that you can set up a job from your email by forwarding the email to JetPack.

3. The developers listen to the users and make appropriate changes to the platform. I have made a couple of suggestions, and both were incorporated into the program.

Cons

This is my fault. I don't always get my billing out timely, and I use JetPack to help remind me which jobs need to be billed by using a label. As a result, all of those jobs will show up under my "overdue" list. This can make it a bit cumbersome to find the real work that is overdue.

Response from Jetpack Workflow

Hi Douglas!

Thank you for the kind words - we really enjoy working with your firm and appreciate the note!

David

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Christine R.
Industry: Accounting
Company size: 2-10 Employees

Great Practice Management Software

Used Daily for 6-12 months
Reviewed on 2019/08/24
Review Source: Capterra

Jetpack Workflow is a tremendous piece of software! They have been very responsive with any and all our questions. We were able to quickly set the software up and train our staff. It is easy to use and the company has continued to follow up with us regularly to make sure we are happy with the product and to see if we have any questions. Their pricing is upfront and very affordable. No surprises! They also send us regular tips and tricks to get the most out of our software. It has been a great experience. Nice to see a company that does what it says and keeps its promises!!!

Pros

Jetpack allows us to keep on top of all our deadlines. The software is easy to use, easy to set up and customer service is top of the line!

Cons

I would like the ability to access Jetpack through an app on my cellphone, but that is a minor inconvenience.

Response from Jetpack Workflow

Hi Christine,

Thanks for the kind words! We are so happy you're part of the Jetpack Workflow family and getting so much value from our software!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Real Estate
Company size: 51-200 Employees

Not just for accounting

Used Daily for 6-12 months
Reviewed on 2018/11/29
Review Source: Capterra

Overall good. Not spectacular or phenomenal but good. It gets the job done.

Pros

Ability to create reuseable templates which cuts down on time spent explaining processes and procedures. Reoccurrence of jobs is also a big pro along with delegation of individual tasks.

Cons

Completely accounting driven. We don't use it for just accounting but you can tell this product is more geared for this crowd.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 5.0/10

Verified Reviewer
Industry: Accounting
Company size: 1 001-5 000 Employees

Jetpack Makes our Accounting Department's life easier

Used Monthly for 1+ year
Reviewed on 2020/03/23
Review Source: Capterra

Jetpack allows us to get our time and billable hours invoices properly set up and organized so we can save money and time, while improving customer interactions.

Pros

I was on the team that selected and implemented Jetpack. We have many clients that funnel finances into a central repository, so Jetpack was necessary to be able to quickly "copy and paste" numerous workflows together to make a seamless process. We use the time/tracker feature daily to integrate with our billable hours qualifications and calculations.

Cons

Some of the User Interface and interactions could be improved, but naturally comes pretty standard with back-end accounting frameworks. The features of the product are more important that the looks, fortunately.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Genevieve D.
Industry: Accounting
Company size: 2-10 Employees

Easy to use!! Never miss a deadline!

Used Daily for 1+ year
Reviewed on 2018/04/30
Review Source: Capterra

Pros

One of the reasons I purchased the product was because I wanted to be able to break down each job by tasks (steps). I wasn't able to do that with the previous software I was using. We have step by step instructions on how to prepare and file remittances and how to do each of our bookkeeping clients files... I always know what my team is working on by reviewing the Dashboard each day. It's super easy to get around and use.

Cons

The only issue I have with this product is not seeing a period end date. Previous software we were using would show period end date as well as due date because they aren't always the same date. This is important for when we setup our fiscal year end jobs for each client. If the year-end is Nov 30th, it's not due Nov 30th. In our office we have to show the due date as 2 months after the actual year end for due date to be sent to the accountant. I would love to see each month who actually has a year end ending this month but it's not actually due until 2 months from now. End date and due date would be wonderful to see.

That is my only complaint... that and it's getting more expensive each employee I add. That's one big bill to pay at the end of December all at once. I'd prefer either a monthly payment or to pay at a different time of year, not December.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,5/10
Based on 43 user ratings
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Jetpack Workflow Pricing

Jetpack Workflow Pricing

Starting from
US$25,00/month
Free Trial
Subscription
Value for money

14-day free trial, no credit card required.
Contact Jetpack Workflow for full pricing information.

14-day free trial, no credit card required.
Contact Jetpack Workflow for full pricing information.

Value for Money
4,8/5
Based on 43 user ratings
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Jetpack Workflow Features

Jetpack Workflow Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,7/5
Based on 43 user ratings
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Categories

Additional information for Jetpack Workflow

Additional information for Jetpack Workflow

Key features of Jetpack Workflow

  • Automated email digests
  • Automatic notifications
  • Billable amount tracking
  • Client list import
  • Client tagging
  • Custom job labels
  • Custom job recurrence
  • Deadline tracking
  • Document storage
  • Google & Outlook calendar sync
  • Job & client search
  • Job assignment
  • Job creation
  • Job duplication
  • Job stage tracking
  • Multiple currency options
  • Multiple filtering options
  • Overdue job tracking
  • Permissions management
  • Profitability reporting
  • Status tracking
  • Time tracking
  • Timer

Benefits

  • Jobs can be created and duplicated, and users can set custom recurrences, add custom labels to jobs for searching and filtering, and track job details, statuses, and more.

  • Staff tracking tools give users insight into who is working on what, and which tasks are due today, this week, or overdue, with automated morning and evening email task digests.

  • Multiple documents, and multiple versions of the same document, can be uploaded to Jetpack Workflow, and documents can be attached to templates to add to all client jobs.

  • Time can be tracked from within each task or job, with users able to enter time manually or run the built-in time in the background.

  • Multiple staff members can be managed, with control over user permissions and staff billable amounts.

  • Jetpack Workflow FAQs

    Jetpack Workflow FAQs

    Below are some frequently asked questions for Jetpack Workflow.

    Q. What type of pricing plans does Jetpack Workflow offer?

    Jetpack Workflow offers the following pricing plans:

    Starting from: US$25,00/month

    Pricing model: Subscription

    Free Trial: Available

    14-day free trial, no credit card required. Contact Jetpack Workflow for full pricing information.

    Q. What are the main features of Jetpack Workflow?

    Jetpack Workflow offers the following features:

    • Automated email digests
    • Automatic notifications
    • Billable amount tracking
    • Client list import
    • Client tagging
    • Custom job labels
    • Custom job recurrence
    • Deadline tracking
    • Document storage
    • Google & Outlook calendar sync
    • Job & client search
    • Job assignment
    • Job creation
    • Job duplication
    • Job stage tracking
    • Multiple currency options
    • Multiple filtering options
    • Overdue job tracking
    • Permissions management
    • Profitability reporting
    • Status tracking
    • Time tracking
    • Timer

    Q. Who are the typical users of Jetpack Workflow?

    Jetpack Workflow has the following typical customers:

    Small Business, Mid Size Business

    Q. What languages does Jetpack Workflow support?

    Jetpack Workflow supports the following languages:

    English

    Q. What type of pricing plans does Jetpack Workflow offer?

    Jetpack Workflow has the following pricing plans:

    Subscription

    Q. Does Jetpack Workflow support mobile devices?

    We do not have any information about what devices Jetpack Workflow supports

    Q. What other apps does Jetpack Workflow integrate with?

    Jetpack Workflow integrates with the following applications:

    Microsoft Outlook, QuickBooks Online Advanced

    Q. What level of support does Jetpack Workflow offer?

    Jetpack Workflow offers the following support options:

    Phone Support